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April 18, 2022 – We are entering peak earnings season. The focus will be almost exclusively on forward-looking guidance. Expect it to be tempered but positive. There are signs of a slowing economy but no signs yet of a pending downturn.

//  by Tower Bridge Advisors

Stocks finished lower again on Friday with the NASDAQ Composite once again leading the decline. The 10-year Treasury yield ended the week at 2.83%, a high water mark post pandemic. Philadelphia became the first major city to require masks indoors once again. Given the rise of the newer Omicron variant and seeing the statistics from the United Kingdom, which usually lead us by a few weeks, more cities could follow suit. This is just another cloud along a horizon that seems full of clouds at the moment.

This week and next represent peak earnings season. This is where the rubber meets the road. Two factors dominate the determination of stock prices; interest rates and earnings. Interest rates have been creeping up steadily, an obvious headwind. But earnings have been rising and should continue to increase. In the first quarter, the first Omicron variant had significant impact in January but faded rather quickly. Stocks, being forward looking, should largely ignore the Omicron impact assuming there isn’t a huge second surge over the coming two weeks. Stay tuned. Another factor impacting stocks in Q1 was the Ukraine war and attendant sanctions. For some companies that will be a big deal not only in Q1 but going forward. For others, the impact will be marginal. Obviously, the sanctions have caused a spike in some important commodity prices including gasoline and wheat, but the shock will be largely priced in soon. Gasoline prices are already receding from initial peaks.

The key, as always, when earnings are reported, is the forward-looking commentary from managements. Put yourself in the shoes of a typical manufacturing company. Growth is slowing. Some of the reasons may be temporary such as those discussed above. Others will be ongoing as Congress stops flooding the economy with Covid relief money and the Fed starts a steady stream of interest rate hikes. Inflation is both a current problem and a future unknown. It is probably peaking right now. I say that because much of the commodity spikes have already occurred, but there isn’t any end in sight to the rise in wages and rents. Thus, a key focus will be on prospective margins. Can companies continue to pass through cost increases with higher prices? In some cases, the answer is yes, particularly as applied to necessities, but discretionary items may see more buyer resistance. We are starting to see that in some retail businesses, for instance.

We have often spoken of inflation as a monetary item. More demand and/or less supply means higher inflation. We know the Fed is intent on reducing demand. That is what higher interest rates and a shrinking balance sheet will achieve. That isn’t a guess; it’s an obvious conclusion. We also know that supply chain issues have erupted during the pandemic. Some have resolved. A balance appears to be restored, for instance, for parts of the trucking industry, notably the truckload carriers. The number of ships waiting to unload at California ports has been cut by more than 50%. As a result, freight rates have started to decline. As more parts of the supply chain normalize, you will see prices moderate almost simultaneously. One of the most talked about pandemic-related shortages has been semiconductors. Because they are such pervasive components of today’s manufactured products, semiconductor shortages have created havoc with so many industries from autos to appliances to electric bicycles. If you look at the performance of semiconductor stocks, you will see that investors expect the shortages to end sooner rather than later. Digital chips have a very high fixed cost component. As a result, to be efficient, plants must run steadily at or near full capacity. When demand starts to fall, prices fall as well. Volumes will still grow, but at a slower pace, but lower prices will have an accelerated downward impact on profits. The semiconductor industry isn’t alone. Other cyclical industries share the same set of circumstances.

In short, we will be listening to what managements have to say regarding future expectations. Certainly, they don’t want to be overly dour. After all, we are still living within a growing economy. Good managements also are adept at adjusting. They will explain steps to keep growth rising. But at the same time, they want to manage investor expectations and temper excess enthusiasm.

Nowhere is this more apparent than in some of the economy’s highest growth segments, notably technology. The laws of large numbers explain the obvious, that growth at rates well above the national average are not sustainable indefinitely. Many of the highest profile growth companies, particularly some of the younger ones, are still priced for growth rates that simply may not be achievable. 30% growth is great. It’s fantastic, but if markets expect 40%, then 30 constitutes disappointment. In addition, there are super hot segments such as cloud computing or electric vehicles that may be a bit overhyped. Simply being an EV manufacturer is no guarantee of success. In fact, most of those wanting to be major factors in a brave new world won’t succeed at all. When the Fed is priming the pump and dropping money out of helicopters, speculative fever erupts. When the opposite occurs, it dissipates. Many favorites of just a year ago are now down 50% or more. That sounds like a lot of pain. It is. But it doesn’t mean the pain is over or these stocks are priced correctly yet. The fact that the NASDAQ leads every decline suggests that the worst is yet to come. If your favorite name seems like a bargain, nibble, but keep plenty of fire power available if the market falls further.

To date, markets are down 8-9% in general. The NASDAQ is down more. Bonds are also down 8-9% except for those of very short duration. Bonds are likely to continue to underperform until yields exceed inflation. Even if inflation has peaked, it will be some time before bond yields exceed inflation expectations. As for stocks, the next two weeks of earnings season will be important. Soon thereafter we will start to get April economic data. If the current decline continues, investors will be watching to see if the February lows hold. I won’t guess; I’ll wait and watch. It has been an ugly first four months of the year but for the major averages, it is far from a bear market. Defensive sectors continue to hold their ground well. High growth names and cyclicals are in their own bear market. Until there is some sort of selling climax, I would expect the same trends to continue.

Today, Conan O’Brien is 59. Haley Mills turns 76.

Additional information is available upon request.

# – This security is owned by the author of this report or accounts under his management at Tower Bridge Advisors.

Additional information on companies in this report is available on request. This report is not a complete analysis of every material fact representing company, industry or security mentioned herein. This firm or its officers, stockholders, employees and clients, in the normal course of business, may have or acquire a position including options, if any, in the securities mentioned. This communication shall not be deemed to constitute an offer, or solicitation on our part with respect to the sale or purchase of any securities. The information above has been obtained from sources believed reliable, but is not necessarily complete and is not guaranteed. This report is prepared for general information only. It does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies discussed in this report and should understand that statements regarding future prospects may not be realized. Opinions are subject to change without notice.

Filed Under: Market Commentary

Previous Post: « April 13, 2022 – Investors are increasingly assuming that a recession is likely. Stocks of cyclical industries highly dependent on both volume and price growth are getting slaughtered, a sure sign that thoughts of recession are quickly becoming imbedded in stock prices. Market assumptions aren’t always correct. Bond prices, while rising, don’t suggest that 3%+ inflation is embedded in long-term expectations. Perhaps some signs that inflation is moderating in the months ahead will be key to stopping the current market downdraft.
Next Post: April 20, 2022 – Yesterday’s rally was nice, but it needs follow through today to be taken seriously. Otherwise, investors still have to live in a world with cloudy crystal balls. While virtually everyone has an opinion, whether the pending economic slowdown evolves into a recession or not is much more a guess than a fact. As more data appears, futures can be better defined and volatility can fall. Until then, it’s more of the same, although earnings season will clearly add some data points. »

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  • May 23, 2022 – We avoided a bear market with a late day rally on Friday, but it’s hard to assume that a bottom is in. With stocks now down about 20%, we are more than halfway to a bear market bottom using historic averages as a guide. If we assume, at least for now, that any pending recession might be milder than average, hopefully, peak-to-trough, this market can be kinder to investors than the average bear market. Bear markets are ugly but they don’t last long, usually months, not years. Hopefully, we can see an end before too long.
  • May 20, 2022 – Retail earnings wreaked even more havoc on stock prices this week. Discretionary and Staple stocks suffered the most, and bonds finally offered a safe haven. A small relief rally yesterday came as options expire today. Volatility is still here, but valuations are back to historic norms.
  • May 18, 2022 – Stocks have finally begun to rally, a sign that market valuations have normalized. Perhaps the recent sharp declines were too much. While a V-shape may be forming, hinting at a bottom, there are few signs that speculative fever has been fully purged or that investors can see clearly past the series of interest rate increases to come. An interim bottom seems more logical than a final one.
  • May 16, 2022 – Stocks had a strong rally Friday after a sharp recovery Thursday afternoon, but to be convincing, we need another strong follow through today. We’ll see. Markets seem to have made a fair adjustment to a slowing economic outlook and a good part of the speculative purge has been accomplished. But, while stocks have returned to fair value, they may not yet be cheap enough to ignite a powerful, sustainable rally.
  • May 13, 2022 – The 2nd worst start to the year for equities is finally bringing numerous signs of finding a floor. We’re not at the all-clear signal yet, but many world class companies are now trading at relatively favorable entry points for long-term investors. Numerous questions remain, so baby steps are suggested for those with excess cash waiting to re-enter markets.
  • May 11, 2022 – The messages of the bond and stock markets over the past week have been quite different. Bond prices are about where they were before the FOMC meeting, while stocks continue in free fall. The NASDAQ has performed worse as speculation continues to be purged from the market. That process is well advanced but shows no sign of ending yet.
  • May 9, 2022 – Last week’s market was highly volatile, with very little net change except for the high P/E NASDAQ names. The Fed did what was expected, and both earnings and economic data were in line with forecasts. Unless the outlook changes appreciably in the weeks ahead, expect volatility to slow. Against that backdrop, reducing risk is a better path than speculation.
  • May 6, 2022- Cinco de Mayo was not a festive affair. Initially, it seemed Chair Powell threaded the needle yet again with stocks staging a massive run after his speech Wednesday afternoon. That rally only lasted a few hours as rates spiked and stocks got whacked yesterday. We remain range-bound but are teetering on critical support levels.
  • May 4, 2022 – The key to the market today is Jerome Powell’s press conference at the conclusion of the FOMC meeting. What is key is whether or not he deviates from the current consensus on rate hikes and future reductions in the Fed’s balance sheet. Stocks are off to their worst annual start since 1939. I suspect today isn’t the day Mr. Powell wants to add more fuel to the fire.
  • May 2, 2022- When leadership gets taken out to the woodshed, the whole market dies. That is what happened last week. While some escaped (e.g., Microsoft) the loud and clear message is that the big boys of the S&P 500 are now at or near economic maturity. That isn’t a message a market already worried about interest rates and recession wanted to hear.

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